Estate Plan­ning

Safe guarding your assets

Overview

We are deter­mined to help you find the best posi­tion in all of life’s com­plex­i­ties. We’re ardent advo­cates of estate plan­ning as a way of build­ing wealth dur­ing your work­ing life, hav­ing suf­fi­cient funds for a com­fort­able retire­ment and ensur­ing that your assets are ulti­mate­ly dis­trib­uted exact­ly as you wish to your fam­i­ly mem­bers and oth­er beneficiaries.

We will do our utmost to help you see estate plan­ning not as a tedious chore, but as a pos­i­tive step to take con­trol of your finan­cial affairs. We’re con­vinced that no-one real­ly wants to pay more tax than they need to, or to have their fam­i­ly sub­ject­ed to delays or dis­putes over the dis­tri­b­u­tion of their estate. Whether your estate plan­ning needs are sim­ple or com­plex, we can help. Ser­vices include:

Estate plan­ning

Everyone’s sit­u­a­tion is dif­fer­ent, so we know that estate plan­ning needs to be tai­lored to your indi­vid­ual cir­cum­stances. Per­haps your goal is to ensure that your estate plan max­imis­es your access to gov­ern­ment ben­e­fits. Or your top pri­or­i­ty may be to cre­ate struc­tures to pro­tect dis­abled or vul­ner­a­ble fam­i­ly mem­bers. Maybe you’re anx­ious to ensure that your assets are passed down as you intend to your own chil­dren and grand­chil­dren, rather than being dis­trib­uted to peo­ple with a com­pet­ing inter­est, like ex-part­ners and stepchil­dren. You might have a need to quar­an­tine par­tic­u­lar assets from the rela­tion­ship prop­er­ty pool. Or maybe you sim­ply want to make sure that you and your fam­i­ly don’t pay any more tax than you have to.

Estate lit­i­ga­tion

We firm­ly believe that lit­i­ga­tion is the last resort, not the first option. Unfor­tu­nate­ly, some­times lit­i­ga­tion can be unavoid­able. As a mul­ti-dis­ci­pli­nary law firm, we can offer you a big advan­tage if you ever need our help with an estate lit­i­ga­tion mat­ter. We under­stand the inter­re­la­tion between estate lit­i­ga­tion and oth­er areas of law which could have a bear­ing on your case, includ­ing fam­i­ly law, prop­er­ty law, busi­ness law, com­mer­cial law and insol­ven­cy. The fact that we have great peo­ple work­ing in all these areas means that we can quick­ly involve oth­er experts in your case if we need to.